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Technology Stocks : Cymer (CYMI)
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To: Zeev Hed who wrote (24842)4/28/2000 5:18:00 PM
From: WTSherman  Read Replies (1) of 25960
 
Zeev, although its probably going to get me bashed for saying it, I would consider a bottom to the "re-valuation" of the NAZ to be whenever CSCO, ORCL, EMC, etc. have PE's closer to 50 than 100. These are all very large, very mature company's that simply cannot sustain growth, over years, that will logically support P/E's and P/S that are so large.

The logic that "you've gotta have" these gorilla's in your portfolio implies that there is no need to worry about valuations. Of course, they'll be the last to go down...
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